If you’re relating to this above statement— this newsletter is for you.

A founder I spoke with recently runs a successful consulting practice, and when I mentioned automation, she said something I hear often:

My clients pay for personal attention.

You can't automate relationships.

She was right about relationships - but when we mapped her weekly schedule, we found she spent 15 hours on tasks that had nothing to do with client interaction.

Can you guess what those things were?

Probably the same things you’re doing every week:

  • formatting proposals

  • copying meeting notes into her CRM

  • scheduling follow-ups

  • creating invoices(and chasing down those hard-earned dollars)

Process Mapping

Process mapping revealed what she couldn’t see: those 15 hours could have been spent on strategy sessions, client calls, or developing new service offerings. The tasks eating her time weren't the ones her clients were paying premium rates for.

Using Whimsical to visualize her workflow, we identified six tasks that could be automated without affecting client experience. Now she spends those reclaimed hours doing what she does best: solving complex problems for her clients. Her clients are happier than ever and it turns out people appreciate having more of her strategic attention, not more of her data entry.

Try This

Next week, spend one day making a list of every task you work on. Take note of how much time it took you.

For each task, consider if you could write a step-by-step guide on how to complete that task.

—> No? Maybe it’s worth your own individual attention.

—> Yes? Maybe YOU don’t have to be the one to do it. Consider this your first automation opportunity!

I'm curious. Do you want to learn how to automate those tasks?

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Next Week

I tried to automate my business before I was ready and it wasted so. much. time. I’ll tell you how to avoid making the same mistakes…

Keeping it real,

Jamie

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